FNBOSM

First National Bank of South Miami Portfolio holdings

AUM $124M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.48M
3
+$1.02M
4
WMT icon
Walmart
WMT
+$922K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$648K

Top Sells

1
+$422K
2
+$295K
3
+$290K
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$225K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$221K

Sector Composition

1 Technology 8.13%
2 Healthcare 7.32%
3 Consumer Staples 6.5%
4 Communication Services 6.1%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
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